Backend CRM Expert needed for DisputeFox Automations

About the Role FLC Financial is seeking an experienced DisputeFox Automation & Backend Specialist to own and optimize the operational side of our client management system. This is not an entry-level position. This is not a virtual assistant role. We are looking for someone who already understands DisputeFox, enjoys building efficient systems, and can confidently manage the backend operations that keep clients moving through our process. The right person will become a key member of our operations team, helping ensure every client receives a consistent, organized, and professional experience from onboarding through completion. If you are highly organized, detail-oriented, and passionate about creating efficient workflows, we’d love to hear from you. ⸻ Your Responsibilities * Build, manage, and optimize automations within DisputeFox * Create and maintain onboarding workflows * Configure client stages, pipelines, and task automation * Build and manage email and SMS automation campaigns * Create and update templates, letters, questionnaires, and forms * Manage tags, triggers, conditions, and workflow logic * Maintain client records and backend organization * Troubleshoot workflow issues and automation errors * Improve operational efficiency by identifying opportunities for automation * Document processes and maintain internal operating procedures * Support new feature implementation and backend improvements * Work closely with leadership to continuously refine our client experience ⸻ What We’re Looking For We are looking for someone who has real experience working inside DisputeFox and understands how to leverage the platform beyond its basic functionality. The ideal candidate: * Has hands-on DisputeFox experience * Understands workflow automation and backend operations * Thinks in systems and processes rather than individual tasks * Is exceptionally organized and detail-oriented * Communicates professionally and proactively * Solves problems independently * Takes ownership of their work * Continuously looks for ways to improve efficiency ⸻ Preferred Experience Experience with one or more of the following is highly valued: * DisputeFox * Workflow automation * CRM administration * Client onboarding systems * Process documentation * Email and SMS automation * Operations management * Financial services or professional services environments ⸻ Success in This Role Success is measured by the quality of the systems you build. Our backend should operate smoothly, automations should run reliably, client files should remain organized, and every workflow should support an exceptional client experience. If you enjoy building efficient systems, improving operations, and taking ownership of critical backend processes, this is an opportunity to make a meaningful impact within a growing financial advisory firm.